Shakespeare Wealth Management LLC Purchases New Holdings in Johnson & Johnson $JNJ

Shakespeare Wealth Management LLC purchased a new position in Johnson & Johnson (NYSE:JNJ) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 3,704 shares of the company’s stock, valued at approximately $980,000.

Other large investors have also modified their holdings of the company. National Pension Service grew its holdings in Johnson & Johnson by 1.3% during the 2nd quarter. National Pension Service now owns 5,226,968 shares of the company’s stock worth $1,327,493,000 after acquiring an additional 67,484 shares in the last quarter. IFP Advisors Inc raised its holdings in shares of Johnson & Johnson by 8.8% in the 2nd quarter. IFP Advisors Inc now owns 38,760 shares of the company’s stock valued at $9,844,000 after purchasing an additional 3,133 shares in the last quarter. Elefante Mark B raised its holdings in shares of Johnson & Johnson by 9.8% in the 2nd quarter. Elefante Mark B now owns 28,686 shares of the company’s stock valued at $7,285,000 after purchasing an additional 2,563 shares in the last quarter. Gradient Investments LLC raised its holdings in shares of Johnson & Johnson by 9.9% in the 2nd quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock valued at $38,815,000 after purchasing an additional 13,737 shares in the last quarter. Finally, AMG Asset Management Group Inc. lifted its position in shares of Johnson & Johnson by 172.0% during the 3rd quarter. AMG Asset Management Group Inc. now owns 3,852 shares of the company’s stock worth $1,020,000 after purchasing an additional 2,436 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Summary

Here are the key news stories impacting Johnson & Johnson this week:

• Positive Sentiment: Icotyde, J&J’s oral plaque-psoriasis treatment, is reportedly gaining traction among U.S. dermatologists and being prescribed earlier in the treatment process. Strong adoption could support pharmaceutical growth and help offset declines in older products. Does Johnson & Johnson Have a New Edge in Plaque Psoriasis?
• Positive Sentiment: J&J presented 26 abstracts at TCT 2026 supporting the safety, efficacy and cost-effectiveness of its Impella heart pumps. The data may strengthen the long-term outlook for the MedTech portfolio despite recent weakness. Johnson & Johnson Presents Impella Data at TCT 2026
• Positive Sentiment: J&J continues to be highlighted as a dependable dividend stock, supported by more than five decades of annual payout increases. That income profile can provide downside support for long-term investors. Dividend Kings With 50-Plus Years of Payout Increases
• Neutral Sentiment: J&J’s recent performance has been strong, with shares reportedly up 42% over the past year, helped by progress toward resolving talc litigation and growth from newer medicines. Analysts are debating whether that advance has already priced in much of the improvement. Johnson & Johnson Is Up 42% in a Year
• Neutral Sentiment: Broker sentiment remains generally favorable, but the article questions how much weight investors should place on consensus recommendations as J&J trades near its 52-week high and at an elevated earnings multiple. Johnson & Johnson Broker Ratings
• Negative Sentiment: MedTech growth slowed in the third quarter because of international-market challenges and weakness at Abiomed. Investors may be concerned that a rebound in the fourth quarter will not fully offset the segment’s short-term disappointment. JNJ MedTech Segment Disappoints in Q3
• Negative Sentiment: Analysts see potential earnings pressure in 2027, while the market is already assigning a premium valuation after strong gains. That combination increases the risk of profit-taking if growth slows. Johnson & Johnson Strong Q3 Growth, but 2027 Could Test Earnings
• Negative Sentiment: Pomerantz announced an investigation into potential claims on behalf of J&J investors. Although such announcements do not establish wrongdoing, they add headline and litigation risk. Pomerantz Investor Investigation

Insider Transactions at Johnson & Johnson

In related news, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the transaction, the executive vice president owned 16,994 shares of the company’s stock, valued at $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Timothy Schmid sold 33,597 shares of the business’s stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total value of $9,230,439.78. Following the completion of the transaction, the executive vice president owned 25,447 shares in the company, valued at $6,991,308.78. This trade represents a 56.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 64,515 shares of company stock worth $17,271,766. Company insiders own 0.16% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently commented on JNJ shares. Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Morgan Stanley dropped their target price on Johnson & Johnson from $294.00 to $292.00 and set an “overweight” rating on the stock in a report on Thursday, October 15th. Wells Fargo & Company raised their price target on Johnson & Johnson from $275.00 to $287.00 and gave the company an “overweight” rating in a research note on Friday, October 16th. Scotiabank reaffirmed an “outperform” rating and set a $305.00 price target on shares of Johnson & Johnson in a report on Thursday, July 16th. Finally, Erste Group Bank cut Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Wednesday, October 21st. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $275.92.

Johnson & Johnson Stock Performance

Shares of Johnson & Johnson stock opened at $273.39 on Friday. The firm’s fifty day simple moving average is $265.74 and its 200-day simple moving average is $246.94. The stock has a market capitalization of $658.13 billion, a price-to-earnings ratio of 41.42, a PEG ratio of 2.70 and a beta of 0.21. Johnson & Johnson has a 12 month low of $185.12 and a 12 month high of $282.02. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.02 and a quick ratio of 0.74.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share for the quarter, topping analysts’ consensus estimates of $2.53 by $0.06. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. The firm had revenue of $25.40 billion during the quarter, compared to analysts’ expectations of $25.38 billion. During the same quarter in the prior year, the business earned $2.80 EPS. Johnson & Johnson’s quarterly revenue was up 5.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. As a group, equities analysts forecast that Johnson & Johnson will post 11.12 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Tuesday, November 24th will be issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, November 24th. Johnson & Johnson’s dividend payout ratio is presently 81.21%.

About Johnson & Johnson

Johnson & Johnson (NYSE: JNJ) is a global healthcare company headquartered in New Brunswick, New Jersey. Founded in 1886, the company develops and markets products and services for patients, healthcare professionals and institutions worldwide.

Johnson & Johnson operates through two principal segments: Innovative Medicine and MedTech. Innovative Medicine focuses on pharmaceuticals for areas such as immunology, oncology, neuroscience, infectious diseases and cardiovascular conditions.